DSP Equity Savings Fund Regular Plan Growth
Medium
Risk
Other Schemes
Equity Savings
+
9.10
%
9.10
%
3Y annualised
+
-0.01
%
-0.01
%
1D
1M
6M
1Y
3Y
All
Fund size
885
NAV:
Mar 7, 2024
19.055
Sector
Tech
Type
Other_schemes
Launched
Mar 2016
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
8.4
%
7.38% Govt Stock 2027
7.51
%
ICICI Bank Ltd
4.4
%
7.18% Govt Stock 2033
3.99
%
Future on Reliance Industries Ltd
3.37
%
Reliance Industries Ltd
3.35
%
HDFC Bank Limited
2.98
%
Power Finance Corporation Ltd.
2.91
%
5.74% Govt Stock 2026
2.78
%
Indus Towers Ltd Ordinary Shares
2.72
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
DSP Equity Savings Fund Regular Plan Growth
More details
Investment objective
The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate longterm capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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